Jul 16, 2021 11:47 AM - last edited on Jul 23, 2021 12:15 PM by TiphaineCuisset
@karstenkoehler is a high-valued member and a thought-leader of our DACH and EN Communities. Karsten is currently at the top of our leaderboard in both communities and the quality of content that Karsten has consistently delivered is remarkable.
Karsten was able to reach 1000 solutions accepted in less than a year and a half.
From the 19th of July until the 23rd of July you will have the opportunity to ask Karsten anything you want about him, his experience, knowledge and HubSpot.
Have fun! 🙂
Jul 22, 2021 12:23 AM
Not out-of-the-box unfortunately. With HubSpot's duplicates tool (Professional and Enterprise), you can choose to show the source for the contacts that you're comparing and include the original source:
But this information cannot be displayed in reports because it's a comparative information and HubSpot isn't looking at two contacts at the same time in reports. You'd have to label these contacts with a custom property (e.g. Duplicate contact with values "Original" and "Duplicate") to be able to create reports on this.
Hope this helps!
Jul 21, 2021 9:33 AM
I am attempting to sort our duplicate companies on our hubspot account for my company and I am finding that we have a lot of duplicates that hubspot doesn't recognize as duplicates because some are missing domain names. Is there a way to make it so that hubspot does recognize duplicates that are missing domain names?
Jul 22, 2021 12:25 AM
This has been brought up by other users before. Like HubSpot Insights, you can't change how the duplicate identification works exactly, unfortunately. It follows the rules described here: "comparing two records' names, email addresses, IP countries, phone numbers, zip codes, and company names."
I'd recommend posting to the HubSpot Ideas section of the community or reaching out to your customer success manager to flag this.
Jul 21, 2021 10:09 AM
Hi @karstenkoehler, the world is so small 🙂
One question I have is - how can we track meetings booked by sequence without using a meetingslink? I find this is definitely a feature lacking in HubSpot, as, of course, the meeting rate is the #1 priority, yet the hardest to track.
Jul 22, 2021 12:29 AM
How are these meetings booked? As far as I know, this currently can't be done, since there isn't any way to filter contacts by clicks of specific links in sales emails.
You could however approach this by filtering for contact who have booked a meeting and then also filtering for contacts who have been enrolled in your sequence, see Last sequence enrolled:
(In the sequence field, you have to add the sequence ID which you can find at the end of the URL of a sequence in HubSpot, not the name.)
You can only assume that the meeting was booked through the sequence but you couldn't be sure.
Jul 22, 2021 5:03 AM
Thank you for your replies! Meetings are booked either via phone (which are also part of the sequences as tasks) or a time is agreed upon in the email itself. We don't regularly add meetings links to our emails. Basically, what I'm missing is a report that shows me e.g. which sequences have lead to most deals. That would suffice tbh, as we count meetings by # of deals created.
I just wonder how this feature has been overlooked, or do most HS users heavily use meetings links?
Jul 22, 2021 7:54 AM
When you say meetings are booked over phone, are you creating the actual invite through the contact record? If you want to report on meetings, they have to be logged to the contact record in some way or another.
Jul 22, 2021 8:47 AM
That's a very good point! We just create the events in our Google Calendars directly, as we can then also add the Google Meet link directly. But this also creates a meeting on the contact record, so this might not even matter?
In any case, it seems that the type of functionality I'm looking for doesn't exist in HubSpot as of today. Perhaps need to submit an idea. Thanks for all your help Karsten!
Jul 22, 2021 8:55 AM
Jul 21, 2021 11:47 AM
The number of people on my Unengaged Contacts just jumped. I reached out to a few of them and they swear that they've been opening our e-mails but all HubSpot shows is that they were delivered. Now they're mad at me and mad at HubSpot. Any idea what's going on?
Jul 22, 2021 12:32 AM
Not without being able to poke around in your account unfortunately 😉 I'd recommend reaching out to HubSpot support via the purple in-app help widget.
If you don't have access to customer support, you can look at the property value of Sends since last engagement to investigate further (which is the basis for unengaged contacts.). This property refers only to marketing emails. Sales emails do not affect this metric. Whether a marketing email was delivered doesn't say anything about it having been opened, so I'd recommend double checking. Sends since last engagement will count up with each email that hasn't been opened. Ususally these metrics are accurate.
Hope this helps!
Jul 21, 2021 1:40 PM
Hello @karstenkohler - thanks for the amazing feedback. I'm trying to create a person-centered report of our program alumni that would surface contact images in a table. The idea is that we would be better able to relate to and care for the people in our database if we could see them. I can't figure out any way to display images in a report so wondering if you have suggestions for either a HubSpot solution or integration that might be able to build a more person-centered report from our database. Thx!
Jul 22, 2021 12:35 AM
Uh, that would be a nice report indeed! Unfortunately, I don't think this is possible at this stage. A quick search shows that this should be possible with Power BI which can be integrated with HubSpot: Display images in a table, matrix, or slicer in a report
Not sure if I would introduce a weighty solution like Power BI just for the sake of having images however haha.
As an alternative, you can always add images to contact records and these would be, although tiny, be visible in contact lists and filtered views. If your report is a simple one, a list might do.
Hope this helps!
Jul 22, 2021 4:34 AM
what is in your opinion the best way to develop custom connections / interfaces between Hubspot and other system?
a) Develop Hubspot addons to fetch data from other systems and push it into Hubspot
b) Use Custom Code in the Operations Hub
c) Use a third system (like Google Cloud Platform) to develop a "data bus" like system to move data from one system to the other
Jul 22, 2021 7:52 AM
Big, loaded question 😄 This really comes down to the process and data requirements, what the connectors between the solutions look like etc. Depending on each situation, I'd recommend evaluating the expected invest for development and maintenance. These decisions are not to be made lightly since their implications will accompany you for years, probably – there isn't a one-size-fits-all approach, I'm afraid.
This is however also the beauty of HubSpot. Over the years, the amount of options and the toolkit for developers has grown.
Other users are much more knowledgeable when it comes to developing, the developers board in the community is a great place to explore specific problems.
Jul 22, 2021 3:47 PM
Hey Karsten, I thought of another one. You do a lot of freelance work so I'm curious how you approach scoping/pricing projects and such.
Jul 25, 2021 5:04 AM
Great question! I work on an hourly rate mostly, setting clear expectations of how much time will be needed to achieve certain milestones, define certain processes etc. For more details, I'd take this to a 1:1 conversation.
Jul 25, 2021 5:05 AM
Are you looking for something specific? This short blog post is a good starting point for multimedia SEO: How to Optimize Images, Videos & Other Media Content for SEO
Jul 23, 2021 8:28 AM
Hi there @karstenkoehler.
I have a blog, Matthew Rungwe's Blog. I am just hoping to get some tips on how I can improve the way I write my content. I have been doing this for less than a year. I haven't seen much improvement in the number of viewers, comments or engagement on the site.
I decided to take this course to help me become a better content writer. My main goal is to grow my audience, venture into creating e-books and courses. My hope is that, by the end of the Digital Marketing course, I should be able to make considerable improvements in the way I deliver my content.
Jul 25, 2021 5:07 AM
I can't seem to access your blog – could you double check? In general I can recommend the HubSpot Academy here, there are a lot of resources on content marketing.